See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,272 | $150,440-57.3% | $136,294-52.8% | $147,584-56.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.51% | 1049.08%-1029.6pp | 5155.94%-5136.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,413 | $5,256-54.1% | $4,695-48.6% | $4,876-50.5% |
| Participant deferral / active EE | $429 | $6,630-93.5% | $6,247-93.1% | $5,439-92.1% |
| Admin fee / account holder | $127 | $10,905-98.8% | $9,243-98.6% | $10,885-98.8% |